ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 600 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $416,920 | -48.5% | 4,216 | -48.0% | 0.12% | -45.5% |
Q2 2023 | $809,415 | +59.5% | 8,112 | +62.5% | 0.21% | +43.0% |
Q1 2023 | $507,385 | -60.7% | 4,991 | -59.7% | 0.15% | -64.0% |
Q4 2022 | $1,289,762 | -32.8% | 12,373 | -38.9% | 0.41% | -36.6% |
Q3 2022 | $1,919,000 | -20.7% | 20,254 | -16.0% | 0.65% | -15.4% |
Q2 2022 | $2,421,000 | +386.1% | 24,108 | +417.1% | 0.77% | +467.6% |
Q1 2022 | $498,000 | +5.7% | 4,662 | +0.0% | 0.14% | +5.4% |
Q4 2021 | $471,000 | +7.3% | 4,660 | +0.1% | 0.13% | -1.5% |
Q3 2021 | $439,000 | -6.0% | 4,654 | -3.8% | 0.13% | +2.3% |
Q2 2021 | $467,000 | +12.3% | 4,837 | +10.3% | 0.13% | +47.1% |
Q1 2021 | $416,000 | +15.9% | 4,386 | +7.1% | 0.09% | +8.8% |
Q4 2020 | $359,000 | +6.5% | 4,097 | -2.1% | 0.08% | -7.0% |
Q3 2020 | $337,000 | -9.2% | 4,187 | -8.5% | 0.09% | -2.3% |
Q2 2020 | $371,000 | 0.0% | 4,577 | -11.7% | 0.09% | -19.3% |
Q1 2020 | $371,000 | -36.3% | 5,186 | -12.6% | 0.11% | -25.9% |
Q4 2019 | $582,000 | +3.6% | 5,931 | -0.6% | 0.15% | -4.5% |
Q3 2019 | $562,000 | -6.2% | 5,965 | -5.8% | 0.15% | -11.0% |
Q2 2019 | $599,000 | -2.0% | 6,335 | -3.3% | 0.17% | -10.4% |
Q1 2019 | $611,000 | +0.7% | 6,548 | -8.9% | 0.19% | -19.9% |
Q4 2018 | $607,000 | -1.1% | 7,191 | +6.0% | 0.24% | +9.5% |
Q3 2018 | $614,000 | +1.8% | 6,786 | -4.3% | 0.22% | -3.9% |
Q2 2018 | $603,000 | -1.0% | 7,090 | -1.6% | 0.23% | -11.9% |
Q1 2018 | $609,000 | -9.1% | 7,205 | -3.1% | 0.26% | -6.5% |
Q4 2017 | $670,000 | – | 7,433 | – | 0.28% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Titus Wealth Management | 1,790 | $15,968,000 | 14.08% |
Stratford Consulting, LLC | 386,875 | $36,092,000 | 12.90% |
Wolff Financial Management LLC | 139,397 | $13,004,000 | 10.79% |
FundX Investment Group, LLC | 282,560 | $26,360,000 | 8.95% |
Shamrock Asset Management LLC | 114,465 | $10,678,000 | 8.45% |
WealthOne, LLC | 71,567 | $6,676,000 | 7.54% |
Bouchey Financial Group Ltd | 272,286 | $25,402,000 | 6.35% |
LBMC INVESTMENT ADVISORS, LLC | 402,694 | $37,567,000 | 5.96% |
Lantz Financial LLC | 87,090 | $8,125,000 | 5.89% |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 212,937 | $19,865,000 | 5.76% |